Equities rise on Fed rate cut optimism, Boeing jumps
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- Wall St set to open higher as tech rebounds, Micron earnings eyed
- Brent hits lowest since before start of Iran war on expectations of smoother oil flows via Hormuz
- All eyes on Micron earnings tonight as sell-off raises stakes for AI memory trade
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Stay long AI-capex winners into the peak, Stifel says despite bubble fears
- Needham Starts NeoVolta (NEOV) at Buy
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- NextEra to discuss paying about $76 per share for Dominion, Bloomberg News reports
- Campbell Soup (CPB) Declares $0.39 Quarterly Dividend; 7.7% Yield
- KKR launches Helix with over $10 billion to build AI infrastructure
BofA: 'we don’t expect the Fed to have positive earnings remittances until 2029'
December 2, 2025 8:20 AM ESTBofA: 'we dont expect the Fed to have positive earnings remittances until 2029'.
The analyst comments "The Fed has officially ended its balance sheet runoff and funding pressures should lead to reserve management purchases starting soon. But this isnt the only recent development concerning the balance sheet. The Fed has also started to... More
